IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Overview Fund Activity
Delisted

IBDO was delisted on the 15th of December, 2023.

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212 hedge funds and large institutions have $1.22B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+11
Holders Change %
+5.47%
% of All Funds
3.27%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
83
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFA
Tobias Financial Advisors
Florida
+$20.9M
2
Bank of America
Bank of America
North Carolina
+$7.58M
3
Ameriprise
Ameriprise
Minnesota
+$7.07M
4
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
+$6.3M
5
Morgan Stanley
Morgan Stanley
New York
+$5.99M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$19.5M
2
ACA
Aptus Capital Advisors
Alabama
-$15.3M
3
SWP
Stratos Wealth Partners
Ohio
-$15M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$11.4M
5
SG
Strid Group
Pennsylvania
-$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Mascoma Wealth Management
New Hampshire
$45K – – –
TAM
202
Tucker Asset Management
Colorado
$44.7K +$44.7K +1,740 New
GWM
203
Geneos Wealth Management
Colorado
$44K – – –
RIM
204
Rockbridge Investment Management
New York
$44K – – –
CFGS
205
Concourse Financial Group Securities
Alabama
$40K – – –
PA
206
Parallel Advisors
California
$38K -$25.5K -1,000 -40%
CA
207
CoreCap Advisors
Michigan
$36K +$36K +1,400 New
ANBT
208
American National Bank & Trust
Texas
$30K – – –
HI
209
Harbour Investments
Wisconsin
$28K -$75.2K -2,932 -73%
FWP
210
FAS Wealth Partners
Kansas
$27K – – –
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$27K +$27K +1,038 New
Koshinski Asset Management
212
Koshinski Asset Management
Illinois
$21.6K +$565 +22 +3%
Bessemer Group
213
Bessemer Group
New Jersey
$15K +$15K +592 New
FGAM
214
Financial Gravity Asset Management
Texas
$12.7K -$18K -369 -59%
OIA
215
Optimum Investment Advisors
Illinois
$12K – – –
JPMorgan Chase & Co
216
JPMorgan Chase & Co
New York
$10K +$9.11K +360 +1,029%
SC
217
Stephens Consulting
Michigan
$4.85K +$4.85K +189 New
CYG
218
Clean Yield Group
Vermont
$4K – – –
BlackRock
219
BlackRock
New York
$3K +$23 +1 +0.8%
CB
220
CNB Bank
Pennsylvania
$2K +$2K +79 New
Bank of Nova Scotia
221
Bank of Nova Scotia
Ontario, Canada
– -$11.4M -439,266 Closed
CP
222
Camelot Portfolios
Ohio
– -$2.04M -78,520 Closed
MA
223
MCF Advisors
Kentucky
– -$1.56M -59,864 Closed
MGIA
224
Matthew Goff Investment Advisor
Texas
– -$735K -28,273 Closed
PCIA
225
Prime Capital Investment Advisors
Kansas
– -$459K -17,663 Closed
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